Uddrag fra JPM:
| Via JPM’s trader Ron Adler: “People are looking for safety and comfort given the crosscurrents in the market, and tech gives them plenty of ease….names like MSFT and NFLX are viewed as “staples.” At the same time, businesses like META have already gone through an effective revenue recession, given AAPL’s IDFA changes last year. They continue to cut costs to fuel further margin expansion. Feroli noted an old quote yesterday that “Whenever the Fed hits the brakes, someone goes through the windshield.” While it’s still unclear who isn’t wearing their seatbelts right now, megacap tech is wearing an 8-point harness.” |
